Pentair PLC (UK) Performance
| 0Y5X Stock | 88.75 1.81 2.08% |
The company holds a Beta of -0.0107, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pentair PLC are expected to decrease at a much lower rate. During the bear market, Pentair PLC is likely to outperform the market. At this point, Pentair PLC has a negative expected return of -0.26%. Please make sure to check Pentair PLC's coefficient of variation, jensen alpha, treynor ratio, as well as the relationship between the standard deviation and total risk alpha , to decide if Pentair PLC performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Pentair PLC has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in April 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
1 | Pentair Sees Large Volume Increase - Time to Buy - MarketBeat | 01/15/2025 |
2 | Is Pentair plc the Best Dividend Stock to Buy and Hold - Yahoo Canada Finance | 02/05/2025 |
3 | Pentair plc Shares Purchased by Mirae Asset Global Investments Co. Ltd. - MarketBeat | 02/13/2025 |
4 | Wolfe Research Adjusts Price Target on Pentair to 116 From 125, Maintains Outperform Rating - Marketscreener.com | 03/18/2025 |
| Begin Period Cash Flow | 108.9 M |
Pentair |
Pentair PLC Relative Risk vs. Return Landscape
If you would invest 10,135 in Pentair PLC on December 21, 2024 and sell it today you would lose (1,441) from holding Pentair PLC or give up 14.22% of portfolio value over 90 days. Pentair PLC is generating negative expected returns and assumes 1.2795% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Pentair, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Pentair PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pentair PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Pentair PLC, and traders can use it to determine the average amount a Pentair PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2001
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| Negative Returns | 0Y5X |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.26 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pentair PLC is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pentair PLC by adding Pentair PLC to a well-diversified portfolio.
Pentair PLC Fundamentals Growth
Pentair Stock prices reflect investors' perceptions of the future prospects and financial health of Pentair PLC, and Pentair PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pentair Stock performance.
| Return On Equity | 0.18 | ||||
| Return On Asset | 0.0863 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 16.31 B | ||||
| Shares Outstanding | 173.6 M | ||||
| Price To Sales | 3.67 X | ||||
| Revenue | 4.1 B | ||||
| Gross Profit | 1.6 B | ||||
| EBITDA | 897 M | ||||
| Net Income | 622.9 M | ||||
| Total Debt | 2.09 B | ||||
| Book Value Per Share | 21.62 X | ||||
| Cash Flow From Operations | 619.2 M | ||||
| Earnings Per Share | 3.24 X | ||||
| Total Asset | 6.56 B | ||||
| Retained Earnings | 1.87 B | ||||
About Pentair PLC Performance
Assessing Pentair PLC's fundamental ratios provides investors with valuable insights into Pentair PLC's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Pentair PLC is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Pentair PLC is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Pentair PLC performance evaluation
Checking the ongoing alerts about Pentair PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Pentair PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pentair PLC generated a negative expected return over the last 90 days | |
| Over 95.0% of the company shares are owned by institutions such as pension funds | |
| Latest headline from news.google.com: Wolfe Research Adjusts Price Target on Pentair to 116 From 125, Maintains Outperform Rating - Marketscreener.com |
- Analyzing Pentair PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pentair PLC's stock is overvalued or undervalued compared to its peers.
- Examining Pentair PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pentair PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pentair PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Pentair PLC's stock. These opinions can provide insight into Pentair PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Pentair Stock Analysis
When running Pentair PLC's price analysis, check to measure Pentair PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pentair PLC is operating at the current time. Most of Pentair PLC's value examination focuses on studying past and present price action to predict the probability of Pentair PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pentair PLC's price. Additionally, you may evaluate how the addition of Pentair PLC to your portfolios can decrease your overall portfolio volatility.